Suvretta Capital Management’s Wendy's WEN Stock Holding History

Suvretta Capital Management’s Portfolio WEN Stock Details WEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,224,800	Closed	-$39.8M	–	63
2019 Q1	$39.8M	Buy	+2,224,800	New	+$37.8M	1.15%	28
2018 Q1	–	Sell	-1,781,750	Closed	-$29.3M	–	37
2017 Q4	$29.3M	Buy	+1,781,750	New	+$27.1M	0.69%	26
2016 Q4	–	Sell	-2,284,700	Closed	-$24.7M	–	61
2016 Q3	$24.7M	Buy	+2,284,700	New	+$23M	0.79%	25

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Suvretta Capital Management's WEN Position: Q2 2019 in Review

Suvretta Capital Management sold out of Wendy's (WEN) in Q2 2019, closing a stake of 2,224,800 shares — an estimated $39.8M sold.

Suvretta Capital Management first reported a position in WEN in Q3 2016 and held it in 3 quarters. The position peaked at $39.8M in Q1 2019. 324 funds tracked by Wall St. Rank hold WEN as of Q2 2019.

Suvretta Capital Management reported no remaining Wendy's position as of Q2 2019 after selling out during the quarter.
Suvretta Capital Management sold 2,224,800 Wendy's shares in Q2 2019, an estimated $39.8M.
Suvretta Capital Management first reported a position in Wendy's in Q3 2016 and held it in 3 quarters.
Suvretta Capital Management's Wendy's position peaked at $39.8M in Q1 2019.
324 funds tracked by Wall St. Rank held Wendy's as of Q2 2019.

Based on Suvretta Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.